212 East 2nd Street
Will I Outlive My Money?
A comprehensive financial plan will show the likelihood of running out of money... and so much more! It is a great decision tool to help make the best decisions for the life you want to live.
Comprehensive Financial Planning
A comprehensive financial plan illustrates your entire financial picture. This is a more holistic approach to personal finances.
For Your Life Now and Adjust as Your Life Changes
A plan for your financial future illustrates what your likelihood of success is for achieving what is important to you.
Once your plan is created, it is important to update as milestones occur and life events happen.
Think of it as a wellness plan of your financial future. Details matter. Each of the many aspects of your financial future depend upon the effect of each aspect of your estate, and how they are working together for your future. It is important that they are coordinated and are intentionally managed according to what is important to you.
Your plan involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, retirement planning, risk management, investment management, tax management, and estate planning. It is only through comprehensive analysis that your financial picture can reflect where your financial future is going. This will show you your financial strengths and uncover gaps to be addressed.
Before we can build a plan to help you work towards meeting your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
A solid financial strategy includes, among other topics specific to your life situation and goals:
The only way to create an financial plan is to understand the personal circumstances and look at everything: every bank statement, tax return, insurance policy, everything – in order to make qualified recommendations. It would be difficult to help you without first learning about, then assessing, then addressing each portion of your financial picture.
You need the whole picture. That's why we offer this service.
Multigenerational Financial Planning is a strategy that aims to integrate financial planning among generations. It's where grandparents, parents, and children work together to maximize overall family wealth.